Foster Dykema Cabot & Partners’s JPMorgan Chase JPM Stock Holding History

Foster Dykema Cabot & Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.9M	Sell	118,474 -1,244	-1%	-$378K	2.22%	10
2025 Q4	$38.6M	Sell	119,718 -3,160	-3%	-$978K	2.37%	11
2025 Q3	$38.8M	Buy	122,878 +721	+0.6%	+$214K	2.54%	11
2025 Q2	$35.4M	Buy	122,157 +44	+0%	+$11.2K	2.49%	10
2025 Q1	$30M	Sell	122,113 -1,187	-1%	-$303K	2.4%	12
2024 Q4	$29.6M	Sell	123,300 -1,834	-1%	-$427K	2.3%	12
2024 Q3	$26.4M	Sell	125,134 -1,025	-0.8%	-$216K	2.21%	17
2024 Q2	$25.5M	Buy	126,159 +259	+0.2%	+$50.6K	2.28%	17
2024 Q1	$25.2M	Sell	125,900 -13,900	-10%	-$2.51M	2.35%	14
2023 Q4	$23.8M	Buy	+139,800	New	+$21.2M	2.52%	9

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Foster Dykema Cabot & Partners's JPM Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its JPMorgan Chase (JPM) stake by 1% in Q1 2026, selling an estimated $378K and leaving 118,474 shares worth $34.9M. The position accounts for 2.22% of the portfolio, ranked #10.

Foster Dykema Cabot & Partners first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.8M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Foster Dykema Cabot & Partners held 118,474 shares of JPMorgan Chase worth $34.9M as of Q1 2026.
Foster Dykema Cabot & Partners sold 1,244 JPMorgan Chase shares in Q1 2026, an estimated $378K.
JPMorgan Chase made up 2.22% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #10 holding.
Foster Dykema Cabot & Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's JPMorgan Chase position peaked at $38.8M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.